Actually that article does excite me for possible good news . I did notice $NIOCORP was not even mentioned anywhere. Did I miss it??
"All steel names under our coverage (NUE, STLD, CLF and X) will broadly benefit from re-shoring trends given manufacturing facilities, and the equipment to outfit them is often steel intensive."
And the analyst listed a few junior miners with assets in the US that should interest investors:
American Rare Earths Ltd (ARR.AX | Market Cap ~A$138 million): ARR is a rare earth exploration & development company. Their 100% owned flagship project, Halleck Creek deposit, is located in Wyoming and has extensive rare earth mineralization. According to the company, the project has the potential to be amongst the largest rare earth deposits in the US
USA Rare Earth (Private): According to USA Rare Earth, the company owns the only scalable, sintered neo-magnet manufacturing system in the Western Hemisphere (located in Oklahoma). The company is targeting magnet production in 2024 and is aiming to supply the plant with rare earth feed stock mined from the Round Top property in Texas in late 2025 or early 2026. USA Rare Earth owns an 80% stake in the Round Top property, Texas Mineral Resources (OTCBQ: TMRC) owns the remaining 20% stake.
Perpetua Resources (PPTA.TO | Market Cap ~C$360 million): Perpetua's flagship development project is the Stibnite Gold Project located in Idaho, which according to the company has one of the largest economic reserves of antimony and could supply ~35% of US demand in the first six years of production. Antimony is considered a critical mineral and is used in batteries, munitions and semiconductors. The company was recently awarded up to $15.5 million in funding for the Department of Defense to help demonstrate a fully domestic antimony trisulfide supply chain.
IperionX Ltd. (IPX.AX, IPX.O | Market Cap ~A$525 million): IperionX goal is to re-shore a fully integrated titanium metal supply chain to the US. The company plans on extracting titanium minerals from its Titan Project in Tennessee, in addition to producing rare earths and zirconium as co-products. The company plans on producing high-performance titanium alloys, from titanium minerals or scrap titanium
